Tokens that don't redirect value back to holders are worse than fiat.
It's literally like a sports team selling you their jersey and making you think you have stake in the franchise.
If we're going to bring crypto back,
The grift needs to end.
Make fundamentals great again.
Soon, the concept of a "stock exchange" will not need to exist. The stocks will not be stocks and the exchanges will not be exchanges. Equity in companies will simply be cryptographic claims recorded in smart contract storage on public blockchains The exchanges will be smart contracts against which users swap their equity. The average person is missing the revolution that is taking place. You will hold tokens and interact with a predetermined, immutable set of logic inside of smart contracts. No humans. No broker. No "equity".
Production Markets are an entirely new financial primitive -- one that is only possible onchain.
Predictive Allocation is how they come to life on Aero: the worlds first prediction-driven, real-time capital allocation, and revenue distribution mechanism.
aerodrome does $87m in annual fees, distributes 100% to veAERO voters and LPs, trades at 4.80x price-to-fees. hyperliquid does $96m monthly but at $41B FDV. per dollar of market cap aerodrome returns 6x more to holders. the part that hasn't been priced: july ethereum mainnet launch via velodrome merge brings the protocol from base's $12b monthly volume into ethereum's $46b. if it captures even 10% of ethereum DEX flow, annual fees double. 50%+ market share on base already proven. the model works, the question is whether it travels. 8 weeks to find out.
"Aerodrome is responsible for the highest $USDC transfer volume of any tracked app in crypto."
"The innovation is happening. And Aerodrome is building the primitives, the liquidity primitives, the protocol primitives to make that possible."
- @jerallaire, CEO of @circle
For example, with @AerodromeFi protocol revenue goes to the token. "Management" does not decide how protocol revenue gets spent outside of the revenue it collects by being a token holder. And holders' claim on revenue is based on immutable smart contracts
@joantubau@ggarciaesteve@deale_app Hace unos meses encontré una pyme con 30 años de crecimiento que se vendía por un valor de 2x beneficios. 0 inversión inicial. Puro cashflow. Comprar y a disfrutar del 50% apr
Aero going to Ethereum Mainnet in July is one of my highest anticipated happenings
Both Aerodrome and Velodrome have beaten uniswap on their respective chains, and the thesis is that Aero will eat into uniswap dominance on mainnet as well adding a massive revenue stream
Combine this with additional revenue from Internalized MEV, estimated by Blockworks to generate an additional $100-$200M per year
Locked in and ready for the fireworks
NEW: Now tracking @AerodromeFi, the top revenue-generating spot DEX in crypto.
Aerodrome's new dashboard contains over 100+ charts across 10 tabs covering Aerodrome's financials, tokenomics, trading volume, FX volume, traders, liquidity, order flow, and Aero Ignition.
when I was young, the worldwide threat was global cooling, and the solution proposed was full communism. then later the threat became global warming, and the solution was full communism. nowadays the threat is AI, and you'll never guess what the solution is. yep, full communism
I feel intensely our industry is about to have its “product moment”, but you won’t recognize it.
At @Apple, I learned how “we” conquered the world making complex tech accessible.
At @DromosLabs, we get to make complex economic systems accessible.
Shared systems, shared value.